Step-by-Step Guide: From Contractor Setup to Invoice Delivery

This guide walks you through the complete process of setting up a contractor or vendor and delivering an invoice.

25 steps
3 minutes

Eenvoice

Gmail

Navigate to <https://eenvoice.com/Dashboard>

Click "My Contractors"

Click "Add Contractor"

Enter your contractor or vendor information

Click "Save"

Your contractor or vendor information has been saved

Click "Create Invoice" and Select your contractor or vendor

Enter the invoice number and select a due date

Enter the job location, provide a job description, set the unit price, then click “Create Invoice.”

Click “Send Email” to email your contractor or vendor

Your email has been sent to the contractor/vendor

Your contractor or vendor will receive the invoice email, and you’ll be CC’d to continue any follow-up communication.

Once the email is opened, the recipient will see an image of the invoice.

The invoice PDF will be attached at the bottom of the email.

The contractor or vendor can review the invoice details and download the PDF.

Then, you wait to receive payment from the contractor or vendor.

Once payment has been received, log back in to your dashboard.

Click "My Invoices"

Click your contractor’s or vendor’s designated folder.

Click "View"

Click "Mark as Paid"

Your invoice has been marked as paid.

Click "Dashboard"

Your invoice payment status has been updated from "Outstanding" to "Total Revenue".

Thank you for using Eenvoice. You can repeat this process anytime to simplify your invoice creation, management, and delivery. Don’t forget you can also filter by contractor, this month, last month, or all time to track your business performance.